401(k) Plans

19,334 topics in this forum

1. Criteria for 10 day extension if 15 Bz day missed for contributions

   By Guest Richele, February 24, 1999
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • February 24, 1999

2. Mergers/Acquisitions-what happens to the participants money under old

   By Guest Karen Renee, February 22, 1999
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • February 24, 1999

3. non-discrim testing for salaried vs. hourly plans

   By Guest le190, February 20, 1999
   • 2 replies
   • 1.5k views
   • 
   • LCARUSI
   • February 23, 1999

4. Integrated Profit Sharing with Inservice Withdrawals

   By Guest Frank Jackson, February 17, 1999
   • 4 replies
   • 2k views
   • 
   • Guest
   • February 23, 1999

5. PLAN SPONSORS PARTING WAYS

   By Guest PAM, February 17, 1999
   • 3 replies
   • 1.5k views
   • 
   • Guest
   • February 22, 1999

6. ACP results if no prior year ACP Test

   By Guest Dennis, February 19, 1999
   • 1 reply
   • 1.5k views
   • 
   • Guest
   • February 21, 1999

7. ADP/ACP Testing - Prior Vs Current

   By Guest Dennis, February 3, 1999
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • February 21, 1999

8. Safe Harbor 401(k) for Calendar Year 1999

   By Guest J Samuelson, February 20, 1999
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • February 21, 1999

9. If shifted in 1997, which NHCE%s do you use from prior year for 1998 (

   By Guest Mich, February 20, 1999
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • February 20, 1999

10. HCEs Took Distribution/Plan Fails ADP Test

    By Guest Liz Mikkelson, February 19, 1999
    • 1 reply
    • 1.7k views
    • 
    • Disco Stu
    • February 19, 1999

11. 404(c) AND STABLE VALUE FUNDS

    By Guest penfirn, February 12, 1999
    • 2 replies
    • 2.1k views
    • 
    • MWeddell
    • February 19, 1999

12. loans and spousal consent

    By Guest friedbrain, February 18, 1999
    • 3 replies
    • 1.9k views
    • 
    • MWeddell
    • February 19, 1999

13. Match made in Employer Securities

    By M R Bernardin, February 18, 1999
    • 0 replies
    • 1.4k views
    • 
    • M R Bernardin
    • February 18, 1999

14. Can an existing Money Purchase Plan be amended to a Safe Harbor 401(k)

    By Guest dwayne, January 28, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • February 18, 1999

15. Code Sec 404(a)(3) Deduction Limit - Can you count Comp of a Participa

    By Guest David Danziger, February 16, 1999
    • 6 replies
    • 2.8k views
    • 
    • PLAN MAN
    • February 18, 1999

16. investing 401k deferrals in in house funds

    By Guest billy bong, December 21, 1998
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 17, 1999

17. Increasing 401(k) Participation

    By Guest John Rains, February 15, 1999
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • February 17, 1999

18. Notification rules for plan transfer

    By Guest sjloud, February 15, 1999
    • 1 reply
    • 1.5k views
    • 
    • Dave Baker
    • February 16, 1999

19. non-trustee partner recieving commissions as rep on 401(k) plan

    By Guest Darren Graff, February 11, 1999
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • February 15, 1999

20. Definition of SS Integration

    By Guest JB2, February 5, 1999
    • 4 replies
    • 2.3k views
    • 
    • Dave Baker
    • February 14, 1999

21. ADP test for first year that NHCEs are in Plan

    By Lynn Campbell, January 29, 1999
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • February 13, 1999

22. Penalties for Failure to Deposit 401(k) Contributions in a Timely Mann

    By LCARUSI, February 11, 1999
    • 1 reply
    • 2k views
    • 
    • QDROphile
    • February 12, 1999

23. 401(k) Withdrawals

    By Guest Redchip, February 11, 1999
    • 4 replies
    • 2.1k views
    • 
    • QDROphile
    • February 12, 1999

24. 401(k) Safe Harbors Match w/ an additional forfeitable match

    By Guest RMassa, February 11, 1999
    • 3 replies
    • 1.6k views
    • 
    • david shipp
    • February 12, 1999

25. Right to Receive Copy of Form 5500-C/R

    By Guest Theresa Irvin, February 11, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 11, 1999

26. H'ship WD/12-Month Suspension/Stock Options

    By Guest jgferrei, February 8, 1999
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • February 10, 1999

27. Non Calendar Year Safe Harbor 401(k)

    By Guest SPollock, February 9, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • February 9, 1999

28. mp cont required before 401k cont?

    By Guest billy bong, February 9, 1999
    • 1 reply
    • 1.6k views
    • 
    • MWeddell
    • February 9, 1999

29. Safe Harbor 401(k)

    By Guest rshawlaw, February 7, 1999
    • 3 replies
    • 1.5k views
    • 
    • MWeddell
    • February 9, 1999

30. Date by Which New 401(k) Plans can adopt Safe Harbor status for 1999

    By Guest David Danziger, February 7, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • February 9, 1999

31. Is it possible to amend a plan to remove the Joint Survivor Annuity?

    By Guest Sara H, February 3, 1999
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • February 8, 1999

32. A New Failed ADP Correction Method

    By Guest D_NITSCHE, February 5, 1999
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • February 8, 1999

33. 401(k) SIMPLE WHERE PREVIOUS PLAN EXISTED

    By Guest JB2, February 3, 1999
    • 4 replies
    • 1.7k views
    • 
    • LCARUSI
    • February 5, 1999

34. Excess Distributions

    By Guest Thornton, February 5, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • February 5, 1999

35. Distribution upon Sale of Subsidiary

    By Scott, February 2, 1999
    • 5 replies
    • 2.9k views
    • 
    • QDROphile
    • February 3, 1999

36. Successor Plan for Distribution Limits

    By Guest rcm, January 30, 1999
    • 3 replies
    • 1.7k views
    • 
    • Guest
    • February 3, 1999

37. Salary Deferrals/Canadian Participant

    By Guest greymann, January 28, 1999
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • February 2, 1999

38. 5500 AUDIT REPORT

    By Guest JB2, February 1, 1999
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • February 1, 1999

39. Eligibility when an employee has less than 1000 hours.

    By Guest Sara H, January 29, 1999
    • 4 replies
    • 2.6k views
    • 
    • MWeddell
    • February 1, 1999

40. Social Security Integration Rate

    By davef, January 27, 1999
    • 3 replies
    • 2.3k views
    • 
    • david rigby
    • January 30, 1999

41. Prior Plan Year Testing Method

    By Guest Edward McElroy, January 29, 1999
    • 1 reply
    • 1.5k views
    • 
    • Chester
    • January 29, 1999

42. Need Help with 410 (b) Calc (Corrected Summary)

    By Guest GG, January 29, 1999
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 29, 1999

43. Keogh Plan excess contributions

    By Guest ticket, January 29, 1999
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • January 29, 1999

44. Need Help with 401 (b) Calc

    By Guest GG, January 29, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 29, 1999

45. Which fees can be charged to participants?

    By Guest TBene, January 27, 1999
    • 7 replies
    • 2.9k views
    • 
    • Wessex
    • January 28, 1999

46. HCEs, prior year data, eligible compensation questions for ADP test

    By Guest EBC, January 26, 1999
    • 5 replies
    • 2.9k views
    • 
    • Tom Poje
    • January 28, 1999

47. Does the new Form 5500 schedule Q have to be 410-b compliant?

    By Guest Jim Deb, January 27, 1999
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 27, 1999

48. Training Videos

    By Guest Marcus, January 23, 1999
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • January 27, 1999

49. 1099 Reporting

    By Guest pay, January 25, 1999
    • 4 replies
    • 2k views
    • 
    • Lynn Campbell
    • January 26, 1999

50. "Shifting" %'s in ADP/ACP Test

    By Guest LOhmer, December 16, 1998
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • January 25, 1999